Wealth Plan Investment Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$48.57 - $50.82 $204,285 - $213,748	4,206 New	4,206 $204,000
Q4 2022 Feb 15, 2023	SELL	$47.0 - $50.83 $9,212 - $9,962	-196 Reduced 4.22%	4,451 $220,000
Q3 2022 Dec 12, 2022	SELL	$47.86 - $52.82 $268,303 - $296,108	-5,606 Reduced 54.68%	4,647 $236,000
Q1 2022 Sep 07, 2022	BUY	$54.28 - $58.95 $556,532 - $604,414	10,253 New	10,253 $535,000

640

216M

36.9K

400

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